Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 2.8M | 8.7M | 2.9% |
| iShares Trust-iShares Russell 2000 ETF | Mar 31, 2026 | 2.4M | 7.3M | 2.4% |
| VANGUARD HORIZON FUNDS-Vanguard Strategic Equity Fund | Dec 31, 2025 | 1.9M | 5.8M | 1.9% |
| TIAA-CREF Funds-Nuveen Quant Small Cap Equity Fund | Jan 31, 2026 | 1.7M | 5.2M | 1.7% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Dec 31, 2025 | 1.1M | 3.3M | 1.1% |
| Fidelity Salem Street Trust-Fidelity Small Cap Index Fund | Feb 28, 2026 | 888.2K | 2.7M | 0.9% |
| iShares Trust-iShares Russell 2000 Value ETF | Mar 31, 2026 | 846.9K | 2.6M | 0.9% |
| iShares Trust-iShares Biotechnology ETF | Mar 31, 2026 | 732.7K | 2.3M | 0.8% |
| SCHWAB STRATEGIC TRUST-Schwab U.S. Small-Cap ETF | Feb 28, 2026 | 483.9K | 1.5M | 0.5% |
| VANGUARD SCOTTSDALE FUNDS-Vanguard Russell 2000 Index Fund | Feb 28, 2026 | 447.4K | 1.4M | 0.5% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.